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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,509 | $77,896-10.8% | $134,172-48.2% | $82,448-15.7% |
| Participation rate | 26.5% | 62.8%-36.3pp | 72.5%-45.9pp | 68.1%-41.5pp |
| Annual return | 17.11% | 18.21%-1.1pp | 25.30%-8.2pp | 41.64%-24.5pp |
| Employer contribution / active EE | $566 | $2,159-73.8% | $3,420-83.5% | $2,551-77.8% |
| Participant deferral / active EE | $1,191 | $3,162-62.3% | $4,690-74.6% | $4,139-71.2% |
| Admin fee / account holder | $755 | $6,336-88.1% | $12,016-93.7% | $7,234-89.6% |